TFC Financial Management’s Polaris PII Stock Holding History

TFC Financial Management’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$616	Hold	9	–	–	﹤0.01%	716
2026 Q1	$491	Buy	+9	New	+$564	﹤0.01%	717

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

TFC Financial Management's PII Position: Q2 2026 in Review

TFC Financial Management held its Polaris (PII) position steady in Q2 2026 at 9 shares worth $616. The position accounts for ﹤0.01% of the portfolio, ranked #716.

TFC Financial Management first reported a position in PII in Q1 2026 and has held it in 2 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

TFC Financial Management held 9 shares of Polaris worth $616 as of Q2 2026.
TFC Financial Management left its Polaris share count unchanged in Q2 2026.
Polaris made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #716 holding.
TFC Financial Management first reported a position in Polaris in Q1 2026 and has held it in 2 quarters since.
479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.